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Exam entry Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase and a study option renewal service is available if needed.

ebooksThe ebook is only available with the ebook study package option and not the Printed study text option. Ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note: • ebooks are not pdf files and cannot be printed. • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include: • Portability - study on the move and when using a printed study text isn't practical • Reduced paper use - paperless study reduces your impact on the environment • No postage fee - ebooks are delivered electronically through RevisionMate • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Exam entry Entry to the exam itself. Important note: We recommend you sit the exam during your study option's testing/enrolment period. However, exams can be sat up to 18 months from the point of purchase and a study option renewal service is available if needed.

ebooksThe ebook is only available with the ebook study package option and not the Printed study text option. Ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note: • ebooks are not pdf files and cannot be printed. • the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include: • Portability - study on the move and when using a printed study text isn't practical • Reduced paper use - paperless study reduces your impact on the environment • No postage fee - ebooks are delivered electronically through RevisionMate • Fast delivery- we aim for same day delivery for orders before midday Monday to Friday (customers receive an email to confirm their ebook is ready to download)

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Study options – printed book

This is a self-study course applicable to exams sat from
01 Sep 2017 to 31 Aug 2018. It consists of a
study text, with electronic updates which will automatically be
made available for the examination period to which they relate
(further details are included on the title page of the study
text).

Developed to assist you in understanding and learning the exam
syllabus, the text breaks down the syllabus into concise sections,
with each chapter containing clearly defined learning outcomes and
a series of self-test questions.

RevisionMate Additionally, you will have access to an unrivalled suite
of online services to support your studies through our RevisionMate
study tool. Please note: Access is granted until
31 Aug 2018 when this study text enrolment expires.

Support typically include a study planner, a knowledge check
(multiple choice test) facility covering each chapter,
student discussion forums, the latest examination guide and
hints and tips on how to pass the exam. Full details will be
provided with your study text.

This is a self-study course applicable to exams sat from
01 Sep 2017 to 31 Aug 2018. It consists of a
study text, with electronic updates which will automatically be
made available for the examination period to which they relate
(further details are included on the title page of the study
text).

Developed to assist you in understanding and learning the exam
syllabus, the text breaks down the syllabus into concise sections,
with each chapter containing clearly defined learning outcomes and
a series of self-test questions.

RevisionMate Additionally, you will have access to an unrivalled suite
of online services to support your studies through our RevisionMate
study tool. Please note: Access is granted until
31 Aug 2018 when this study text enrolment expires.

Support typically include a study planner, a knowledge check
(multiple choice test) facility covering each chapter,
student discussion forums, the latest examination guide and
hints and tips on how to pass the exam. Full details will be
provided with your study text.

Members

£35.00

Non-members

£43.00

Update your study text to the next edition

We offer the option for you to extend the life of your enrolment
once your course has expired and receive the next edition of the
study text together with electronic updates. This option is
renewable on an annual basis and you will be sent a letter inviting
you to update your material.

Update your study text to the next edition

We offer the option for you to extend the life of your enrolment
once your course has expired and receive the next edition of the
study text together with electronic updates. This option is
renewable on an annual basis and you will be sent a letter inviting
you to update your material.

Study options – ebook (not refundable once downloaded)

This is a self-study course applicable to exams sat from
01 Sep 2017 to 31 Aug 2018. It consists of a
digital ebook study text, with electronic updates which will be
made available for the examination period to which they relate
(further details are included on the title page of the study
text).

Developed to assist you in understanding and learning the exam
syllabus, the text breaks down the syllabus into concise sections,
with each chapter containing clearly defined learning outcomes and
a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study
tool, where you will also have access to an unrivalled suite of
online services to support your studies. Please
note: Access to this support is granted until 31 Aug 2018
when this study text enrolment expires.

Support typically includes a study planner, key points and a
knowledge check (multiple choice test) facility covering each
chapter, student discussion forums, the latest examination guide
and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices
including Android tablets/smart phones, Kindles and iPads/iPhones.
They can also be viewed on desktop and laptop computers using
appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device
used or the reading software installed, if viewed on a
computer.

An ebook provides the same benefits as the the printed study text,
with the same enrolment period, updates to content and access to
RevisionMate. The cost (incl.VAT) is the same as the equivalent
printed study text.

Additional benefits include:• Portability - study on the move and when
using a printed study text isn't practical• Reduced paper use - paperless study
reduces your impact on the environment• No postage fee - ebooks are delivered
electronically through RevisionMate• Fast delivery - we aim for same day
delivery for orders before midday Monday to Friday (customers
receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can
include:• Annotation tools - these include the
ability to add notes to pages and highlight key points• Easy navigation - interactive contents
page and search function help you pinpoint content• Quick web link access - related articles
and resources can be accessed with a single click• In-built dictionary - definitions for
unfamiliar words• Read-aloud - available on supporting
devices, allowing increased accessibility.

Non-EU candidates should note: if buying this
option from outside the EU, you will be charged a fee without VAT.
The price you will see throughout the web checkout process will be
inclusive of VAT, however if you are outside the EU, your card will
be charged the 'ex VAT' price and this will be reflected in the
receipt you receive when payment is complete.

This is a self-study course applicable to exams sat from
01 Sep 2017 to 31 Aug 2018. It consists of a
digital ebook study text, with electronic updates which will be
made available for the examination period to which they relate
(further details are included on the title page of the study
text).

Developed to assist you in understanding and learning the exam
syllabus, the text breaks down the syllabus into concise sections,
with each chapter containing clearly defined learning outcomes and
a series of self-test questions.

RevisionMate
ebooks are delivered via RevisionMate, the CII's online study
tool, where you will also have access to an unrivalled suite of
online services to support your studies. Please
note: Access to this support is granted until 31 Aug 2018
when this study text enrolment expires.

Support typically includes a study planner, key points and a
knowledge check (multiple choice test) facility covering each
chapter, student discussion forums, the latest examination guide
and hints and tips on how to pass the exam.

ebooks
ebooks are compatible with most portable electronic devices
including Android tablets/smart phones, Kindles and iPads/iPhones.
They can also be viewed on desktop and laptop computers using
appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device
used or the reading software installed, if viewed on a
computer.

An ebook provides the same benefits as the the printed study text,
with the same enrolment period, updates to content and access to
RevisionMate. The cost (incl.VAT) is the same as the equivalent
printed study text.

Additional benefits include:• Portability - study on the move and when
using a printed study text isn't practical• Reduced paper use - paperless study
reduces your impact on the environment• No postage fee - ebooks are delivered
electronically through RevisionMate• Fast delivery - we aim for same day
delivery for orders before midday Monday to Friday (customers
receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can
include:• Annotation tools - these include the
ability to add notes to pages and highlight key points• Easy navigation - interactive contents
page and search function help you pinpoint content• Quick web link access - related articles
and resources can be accessed with a single click• In-built dictionary - definitions for
unfamiliar words• Read-aloud - available on supporting
devices, allowing increased accessibility.

Non-EU candidates should note: if buying this
option from outside the EU, you will be charged a fee without VAT.
The price you will see throughout the web checkout process will be
inclusive of VAT, however if you are outside the EU, your card will
be charged the 'ex VAT' price and this will be reflected in the
receipt you receive when payment is complete.

Members

£35.00

Non-members

£43.00

Update your ebook study text to the next edition

We offer the option for you to extend the life of your enrolment
once your course has expired and receive the next edition of the
ebook study text together with electronic updates. This option is
renewable on an annual basis and you will be sent a letter inviting
you to update your material.

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is complete.

Update your ebook study text to the next edition

We offer the option for you to extend the life of your enrolment
once your course has expired and receive the next edition of the
ebook study text together with electronic updates. This option is
renewable on an annual basis and you will be sent a letter inviting
you to update your material.

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is complete.

Summarising the key information contained in the study text
(applicable to exams sat from 01 Sep 2017 to 31 Aug
2018). Please note, access to the e-key facts
booklet will not be granted after this period.

e-key fact booklets are perfect for studying when travelling to
and from work or in situations when reading a study text is
impractical.

They can also be viewed on desktop and laptop computers using
appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be
printed.
• the reading experience will depend on the portable device
used or the reading software installed, if viewed on a
computer.

Additional benefits include:• Portability - study on the move
and when using a printed study text isn't practical• Reduced paper use - paperless study
reduces your impact on the environment• No postage fee - ebooks are delivered
electronically through RevisionMate• Fast delivery- we aim for same day
delivery for orders before midday Monday to Friday (customers
receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can
include:• Annotation tools - these include the
ability to add notes to pages and highlight key points• Easy navigation - interactive contents
page and search function help you pinpoint content• Quick web link access - related articles
and resources can be accessed with a single click• In-built dictionary - definitions for
unfamiliar words• Read-aloud - available on supporting
devices, allowing increased accessibility.

Non-EU candidates should note: if buying this
option from outside the EU, you will be charged a fee without VAT.
The price you will see throughout the web checkout process will be
inclusive of VAT, however if you are outside the EU, your card will
be charged the 'ex VAT' price and this will be reflected in the
receipt you receive when payment is complete.

Summarising the key information contained in the study text
(applicable to exams sat from 01 Sep 2017 to 31 Aug
2018). Please note, access to the e-key facts
booklet will not be granted after this period.

e-key fact booklets are perfect for studying when travelling to
and from work or in situations when reading a study text is
impractical.

They can also be viewed on desktop and laptop computers using
appropriate EPUB/Kindle reader software (required).

Please note:
• e-key fact booklets are not pdf files and cannot be
printed.
• the reading experience will depend on the portable device
used or the reading software installed, if viewed on a
computer.

Additional benefits include:• Portability - study on the move
and when using a printed study text isn't practical• Reduced paper use - paperless study
reduces your impact on the environment• No postage fee - ebooks are delivered
electronically through RevisionMate• Fast delivery- we aim for same day
delivery for orders before midday Monday to Friday (customers
receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can
include:• Annotation tools - these include the
ability to add notes to pages and highlight key points• Easy navigation - interactive contents
page and search function help you pinpoint content• Quick web link access - related articles
and resources can be accessed with a single click• In-built dictionary - definitions for
unfamiliar words• Read-aloud - available on supporting
devices, allowing increased accessibility.

Non-EU candidates should note: if buying this
option from outside the EU, you will be charged a fee without VAT.
The price you will see throughout the web checkout process will be
inclusive of VAT, however if you are outside the EU, your card will
be charged the 'ex VAT' price and this will be reflected in the
receipt you receive when payment is complete.

This edition is based on the 2017/18 tax year and exam syllabus
which is examined from 01 Sep 2017 to 31 Aug 2018.
Please note, access to the questions will not be granted after this
period.

Instructions on how to access the online question pack
will be sent to your registered email address within two working
days of your order being placed.

Please note, questions are designed to test knowledge of the
unit syllabus in preparation for the exam but are not a product of
the same development process as the actual CII examination question
bank.

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is complete.

This edition is based on the 2017/18 tax year and exam syllabus
which is examined from 01 Sep 2017 to 31 Aug 2018.
Please note, access to the questions will not be granted after this
period.

Instructions on how to access the online question pack
will be sent to your registered email address within two working
days of your order being placed.

Please note, questions are designed to test knowledge of the
unit syllabus in preparation for the exam but are not a product of
the same development process as the actual CII examination question
bank.

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is complete.

Please note that this revision aid is designed to complement,
not replace, the primary study text. It provides visually engaging
and therefore memorable learning, but it covers only key and
difficult topics, not the entire syllabus.

Minimum system requirements:

Operating system: Windows/OSX/Android/iOS devices

Web browser: Latest versions of IE/Safari/Firefox/Chrome

Computer/laptop users: Latest version of Adobe Flash
player.

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is
complete.

Please note that this revision aid is designed to complement,
not replace, the primary study text. It provides visually engaging
and therefore memorable learning, but it covers only key and
difficult topics, not the entire syllabus.

Minimum system requirements:

Operating system: Windows/OSX/Android/iOS devices

Web browser: Latest versions of IE/Safari/Firefox/Chrome

Computer/laptop users: Latest version of Adobe Flash
player.

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is
complete.

Members

£12.00

Non-members

£13.00

CF1 Examination Guide for exams from 01 Sep 2017 - 31 Aug 2018

Multiple choice question Examination guides consist of a
specimen examination, answers and useful hints on how to prepare
for the examination. Multiple choice question Examination guides
are updated annually to take into account syllabus and legislative
changes.

Important note: Study option enrolees for
this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is complete.

CF1 Examination Guide for exams from 01 Sep 2017 - 31 Aug 2018

Multiple choice question Examination guides consist of a
specimen examination, answers and useful hints on how to prepare
for the examination. Multiple choice question Examination guides
are updated annually to take into account syllabus and legislative
changes.

Important note: Study option enrolees for
this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying
this option from outside the EU, you will be charged a fee without
VAT. The price you will see throughout the web checkout process
will be inclusive of VAT, however if you are outside the EU, your
card will be charged the 'ex VAT' price and this will be reflected
in the receipt you receive when payment is complete.

Book exam or redeem exam voucher

Book your exam here. You can also book here if you have a valid exam voucher and will not be charged.

Members

£90.00

Non-members

£110.00

Unit CF1 exam

| Fees for 2017 exams are shown. If booking for 2018 the correct fee will be shown post login during checkout.

Introduction

CII qualifications involve the completion of one or more units,
each covering an individually assessed topic. Assessment methods
vary and depend on a unit's level and subject matter.

Assessment methods include:

Multiple-choice exams - the assessment method
for Award, Certificate, and financial services 'R0' Diploma units
assessed in the UK. Exams are delivered on-screen at a network of
over 40 public centres across the UK. Sittings are available
year-round, often on a weekly basis.

Written exams - the assessment method for
some Diploma and Advanced Diploma units and all units examined
outside the UK. Sittings are typically available twice-yearly in
April and October at over 50 public centres throughout the UK and
over 100 public centres outside the UK.

Coursework assessment - available for a select
number of Advanced Diploma in Insurance units and the financial
services unit (J09) Paraplanning, coursework assessment involves
the completion of three written assignments during a 12 month
period.

Mixed assessment - Initially introduced for
unit (P92) Insurance business and finance, this has been extended
to units (P05) Insurance law, (P80) Underwriting practice, (P81)
Insurance broking practice and (P85) Claims practice from April
2015 and and will be extended to all Diploma in Insurance units by
April 2018 (unit codes begin with the letter M). This involves the
successful completion of both a coursework assignment and a
multiple-choice exam. This has an 18 month enrolment period.

Dissertation assessment - available for the
Advanced Diploma unit 991 London market insurance specialisation.
This involves the submission of a dissertation proposal and an
11,000 word dissertation. This has an 18 month enrolment period.
This unit should only be taken by those who have access to the
necessary information and people in the London Market.

Find out more

It is essential that candidates familiarise themselves with the
guidelines and instructions which are shown on the CII website
under the relevant units. In addition candidates should
familiarise themselves with the
coursework and
dissertation policies as well as exam policies
(before the assessment) and notes to results (after the
assessment).

Unit updates

Exam guide update

The CF1 Examination Guide for exams from 1 September 2016 to 31
August 2017 was first published in June 2016. Any questions which
have been amended since the examination guide was first published
will appear below.

The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes, not related to the Finance Act, will not be examined earlier than 3 months after they come into effect.

Candidates must keep up to date with legislative and industry changes that occur.

Tax year

The tax year 2017/2018 will be examined from 1 September 2017 until 31 August 2018.

2015 Emergency Budget

The emergency budget announced a number of changes proposed for the tax year 2017/18. Students should have an awareness of these announced changes in so far as they inform current thinking on financial planning, but students will not be expected to apply these rules in detail since they have yet to be effected and may be subject to change in the interim.

Markets in Financial Instruments Directive (MIFID)

Where the Financial Services Authority has different rules for certain types of business, candidates should assume the non-MiFID position, i.e. a firm is authorised and transacting business in the United Kingdom, unless otherwise stated

EU referendum

On 23 June 2016, the UK voted to leave the European Union (EU).

The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.

Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all legislation that is still to come into effect.

The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.

Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

Financial Services Compensation Scheme - deposit compensation limits

Changes to the Financial Services Compensation Scheme (FSCS) deposit compensation limits come into effect on 30 January 2017. Examinations will be reflective of these changes from 1 May 2017.

General Data Protection Regulation (GDPR)

The General Data Protection Regulation comes into effect on 25 May 2018 and examinations will be reflective of the regulation from 25 May 2018.

MiFID II

MiFID II comes into effect on 3 January 2018 and examinations will be reflective of the directive from 3 April 2018.

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.